Sugarloaf Wealth Management’s Energy Transfer Partners ET Stock Holding History

Sugarloaf Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$36.5K	Sell	1,863 -609	-25%	-$10.8K	0.01%	335
2024 Q3	$39.7K	Buy	2,472 +750	+44%	+$12.1K	0.01%	326
2024 Q2	$27.9K	Hold	1,722	–	–	0.01%	354
2024 Q1	$27.1K	Buy	1,722 +37	+2%	+$539	0.01%	368
2023 Q4	$23.3K	Buy	1,685 +39	+2%	+$530	0.01%	379
2023 Q3	$23.1K	Buy	1,646 +39	+2%	+$517	0.01%	369
2023 Q2	$20.4K	Buy	1,607 +39	+2%	+$494	﹤0.01%	385
2023 Q1	$19.6K	Buy	1,568 +35	+2%	+$442	﹤0.01%	392
2022 Q4	$18.2K	Buy	1,533 +33	+2%	+$396	﹤0.01%	419
2022 Q3	$17K	Buy	+1,500	New	+$16.7K	﹤0.01%	440

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Sugarloaf Wealth Management's ET Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Energy Transfer Partners (ET) stake by 25% in Q4 2024, selling an estimated $10.8K and leaving 1,863 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #335.

Sugarloaf Wealth Management first reported a position in ET in Q3 2022 and has held it in 10 quarters since. The position peaked at $39.7K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Sugarloaf Wealth Management held 1,863 shares of Energy Transfer Partners worth $36.5K as of Q4 2024.
Sugarloaf Wealth Management sold 609 Energy Transfer Partners shares in Q4 2024, an estimated $10.8K.
Energy Transfer Partners made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #335 holding.
Sugarloaf Wealth Management first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 10 quarters since.
Sugarloaf Wealth Management's Energy Transfer Partners position peaked at $39.7K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.